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EWA

EverSource Wealth Advisors Portfolio holdings

AUM $3.27B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.42M
3
+$7.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.21M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$7.08M

Top Sells

1
+$7.05M
2
+$2.74M
3
+$2.57M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.74M

Sector Composition

1 Technology 12.25%
2 Financials 6.72%
3 Consumer Discretionary 6.69%
4 Industrials 3.4%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$550 ﹤0.01%
+15
3152
$550 ﹤0.01%
+6
3153
$547 ﹤0.01%
5,000
3154
$547 ﹤0.01%
+13
3155
$545 ﹤0.01%
6
+3
3156
$545 ﹤0.01%
14
3157
$545 ﹤0.01%
159
+31
3158
$544 ﹤0.01%
+18
3159
$544 ﹤0.01%
+21
3160
$543 ﹤0.01%
14
3161
$543 ﹤0.01%
337
3162
$540 ﹤0.01%
6
-63
3163
$539 ﹤0.01%
+11
3164
$538 ﹤0.01%
+38
3165
$537 ﹤0.01%
+30
3166
$537 ﹤0.01%
+45
3167
$537 ﹤0.01%
+386
3168
$537 ﹤0.01%
+26
3169
$536 ﹤0.01%
+12
3170
$536 ﹤0.01%
267
-429
3171
$534 ﹤0.01%
+27
3172
$532 ﹤0.01%
+24
3173
$529 ﹤0.01%
145
-14,855
3174
$526 ﹤0.01%
14
-127
3175
$526 ﹤0.01%
+11
125 126
127
128 129